Director, Advanced Data Analytics and Insights

Posted 2 Days Ago
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Durham, NC, USA
In-Office
Senior level
Fintech
The Role
Leads advanced data analytics and business intelligence capabilities, including semantic modeling, dashboards, data visualization, and predictive analytics. Analyzes customer, transactional, behavioral, industry, and technology data to identify opportunities and improve business outcomes. Oversees AtScale, Tableau, Snowflake, and Alation environments, establishes metric governance, optimizes platform performance, translates finance reporting requirements into governed data models, and ensures scalable, compliant analytics delivery.
Summary Generated by Built In

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Position Description:


Manages the timely flow of business intelligence information to users, and provides technical support for existing reports and dashboards. Identifies and analyzes industry and geographic trends with business strategy implications. Anticipates and predicts client needs and future behaviors using data, analytics, customer, research and AI solutions. Processes large sets of structured and unstructured data using cloud technologies -- Snowflake and AWS. Navigates across a wide range of data sources and systems to deliver analytic and visualization capabilities that enable business partners to transform data into impactful insights. Leverages industry‑leading analytics approaches, database analytics, digital analytics, data visualization and tools (including Unica, Adobe Campaign, Salesforce Marketing Cloud, and Simon Data). 


Primary Responsibilities:


  • Provides recommendations on areas of opportunity to improve customer experience by analyzing cross-channel engagement and transactional and behavioral data.
  • Surfaces and offers important ideas and recommendations to drive stronger business outcomes.
  • Performs model evaluation, tuning and performance, and ensures the operationalization and scalability of scientific techniques.
  • Analyzes technology trends to identify markets for future product development or to improve sales of existing products.
  • Devises methods for identifying data patterns and trends in available information sources.
  • Maintains or updates business intelligence tools, databases, dashboards, systems, or methods.


Education and Experience:


Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) designing and administering cloud-based business intelligence platforms using Tableau in financial services environments.


Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Advanced Data Analytics and Insights (or closely related occupation) designing and administering cloud-based business intelligence platforms using Tableau in financial services environments.

 

Skills and Knowledge:


Candidate must also possess:


·         Demonstrated Expertise designing, developing, and implementing enterprise semantic models and multi-dimensional data architectures using AtScale deployed on Amazon EKS; and applying AtScale Tableau optimization techniques, including query pushdown, aggregate awareness, caching strategies, and semantic model design patterns, to maximize performance, scalability, and governed self-service analytics on Snowflake integrated with Tableau.  

·         Demonstrated Expertise establishing enterprise metric governance frameworks by defining, certifying, and maintaining business logic within AtScale semantic layers; and integrating semantic models with Alation for data cataloging, certified metric documentation, data lineage, and asset discoverability to ensure metric consistency, traceability, and reliability across enterprise datasets. 

·         Demonstrated Expertise administering and operating enterprise BI platforms across AtScale and Tableau, including semantic layer lifecycle management, model versioning, access control enforcement, and Tableau Server/Site administration; and conducting end-to-end performance profiling across the Snowflake–AtScale–Tableau stack to identify, isolate, and remediate system bottlenecks. 

·         Demonstrated Expertise translating finance reporting constructs, including P&L, balance sheet, variance analysis, and forecasting, into governed data models; aligning solutions with regulatory and compliance requirements; and driving requirements rationalization, data model standardization, and cross-functional delivery across finance and technology organizations.

#PE1M2

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Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:Data Analytics and Insights

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Skills Required

  • Bachelor's degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field, plus six years of related experience
  • Alternatively, a master's degree in Computer Science, Engineering, Information Technology, Information Systems, Chemistry, or a closely related field, plus four years of related experience
  • Experience designing and administering cloud-based business intelligence platforms using Tableau in financial services environments
  • Expertise designing, developing, and implementing enterprise semantic models and multidimensional data architectures using AtScale on Amazon EKS
  • Expertise applying AtScale and Tableau optimization techniques, including query pushdown, aggregate awareness, caching strategies, and semantic model design patterns
  • Expertise establishing metric governance frameworks and integrating AtScale semantic models with Alation for cataloging, lineage, documentation, and discoverability
  • Expertise administering AtScale and Tableau platforms, including lifecycle management, model versioning, access controls, and Tableau Server or Site administration
  • Experience profiling and remediating performance issues across Snowflake, AtScale, and Tableau
  • Experience translating P&L, balance sheet, variance analysis, and forecasting requirements into governed data models
  • Experience aligning analytics solutions with regulatory and compliance requirements and delivering across finance and technology organizations

Fidelity Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.

  • Retirement Support — Retirement contributions and benefits are frequently highlighted as a strong part of the total rewards package. Employer retirement support is seen as materially enhancing overall compensation.
  • Strong & Reliable Incentives — Profit sharing and bonuses are commonly described as valuable additions to pay. These incentives help the total compensation feel more competitive even when base salaries are viewed as moderate.
  • Healthcare Strength — Health coverage is often called out as a positive aspect of the benefits package. Access to solid healthcare benefits contributes to satisfaction with total compensation.

Fidelity Investments Insights

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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